Articles

One paper, read and written up

Each of these is a paper from the week’s reading, taken apart in full: what it settles, what it gets wrong, and what it changes for mining and steel. The week itself is in the weekly, and it arrives by email if you subscribe.

Column· 7 October 2026
Physical AI in Energy and Utilities
*Article authored by my friend Imran Dar, Industry Executive Director at Oracle* ***"Consider a simple calculation.
Article· 7 October 2026
Brazil must build carbon verification systems to survive the European border tax
Andrade et al.
Article· 7 October 2026
Tariffs on Canadian power break grid reliability and raise emissions
Wang et al.
Column· 5 October 2026
Data center hunger for clean energy: How this can impact other industries?
The race for AI can put pressure on the decarbonization roadmap of other industries?
Article· 28 September 2026
Carbon parity hides heavy multi-domain trade-offs in heat
Industrial heat production accounts for approximately 50% of U.S.
Article· 28 September 2026
Microgrid flexibility cuts green ammonia costs by thirty percent
Akhlisah et al.
Column· 4 September 2026
The carbon price you don't charge is a cheque to Brussels
A comment on "Turkish carbon pricing after Climate Law No.
Column· 22 August 2026
The decarbonization of China's steel industry and the global emissions trajectory
The decarbonization of China's steel industry dictates the global emissions trajectory of heavy industry.